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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,487 | $125,778-38.4% | $114,563-32.4% | $154,746-49.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 15.34% | 295.14%-279.8pp | 241.09%-225.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,071 | $4,445+104.1% | $4,142+119.0% | $6,730+34.8% |
| Admin fee / account holder | $7,168 | $8,190-12.5% | $7,623-6.0% | $14,365-50.1% |